Bank of America/Merrill Lynch Wealth Management
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Bank of America/Merrill Lynch Wealth Management Employees
U.S. Bank, The Private Client Reserve April 2014 - Present
Morgan Stanley Private Bank N.A. March 2011 - March 2014
Bank of America/Merrill Lynch Wealth Management April 2009 - March 2011
Bank of America, Premier Banking & Investments February 2005 - April 2009
Bank of America, Premier Banking & Investments December 2002 - February 2005
Bank of America, Consumer Division July 1996 - December 2002
Skills
Banking, Portfolio Management, Investments, Credit, Loans, Strategic Financial..., Commercial Banking, Securities, Financial Services, Mortgage Lending, Financial Advisory, Private Banking, FINRA, Series 7, Wealth Management, Series 63, Management, Uniform Combined State..., Asset Allocation, Wealth Management..., Retirement Planning, Finance, Investment Advisory, Commercial Lending, Relationship Management, Series 65, Asset Management, Fixed Income, Mutual Funds, Financial Planning
Education
University of Nevada-Las Vegas 1996 — 1999
Hotel Management
Bank of America/Merrill Lynch Wealth Management August 1987 - Present
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Program Management, Business Analysis, Process Improvement, Analysis, Vendor Management, Management, SDLC, Financial Services, Requirements Analysis, IT Strategy, Software Project..., Portfolio Management
Education
Baruch College 1982 — 1986
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences
Bank of America/Merrill Lynch Wealth Management May 2012 - December 2012
Bank of America/Merrill Lynch Wealth Management January 2010 - December 2011
Depository Trust and Clearing Corporation August 2009 - December 2009
Merrill Lynch September 2002 - February 2009
Merrill Lynch 2000 - 2002
Merrill Lynch 1992 - 2000
Merrill Lynch - Securities Processing January 1989 - January 1992
Skills
Securities, Fixed Income, Equities, Middle Office, Capital Markets, Mutual Funds, Corporate Actions, Securities Lending, FINRA, Settlement, Credit Derivatives, Electronic Trading, Credit Risk, Financial Markets, Bloomberg, Bonds, Market Data, KYC, Financial Regulation, Back Office, Relationship Management, Series 24, Structured Products, Operational Risk..., Swaps, Operational Risk, Financial Modeling, Equity Trading, Credit
Education
Bloomfield College
BS, Business/Marketing
PACE UNIVERSITY, Lublin School of Business
Post Graduate Studies, Finance
Bank of America/Merrill Lynch Wealth Management January 2009 - Present
Merrill Lynch December 2000 - December 2008
KPMG Advisory July 1997 - November 2000
CoreStates Bank October 1995 - 1997
First Interstate Bank January 1993 - September 1995
Connecticut National Bank June 1988 - September 1992
Skills
Wealth Management, Investments, Investment Advisory, Risk Management, AML, Internal Audit, Broker-Dealer Compliance, Investment Advisor..., Series 7, Securities, Auditing, Portfolio Management, Hedge Funds, Internal Controls, Anti Money Laundering, Banking, Equities, Fixed Income, Financial Services, Alternative Investments
Education
Providence College 1984 — 1988
B.S., Finance
Ellington High School 1980 — 1984
Manhard Consulting April 2013 - April 2014
Bank of America/Merrill Lynch Wealth Management August 2010 - September 2011
Deerfield Capital Management September 2006 - May 2008
Deerfield Capital Management, LLC September 2004 - September 2006
Deerfield Capital Management August 2002 - September 2004
Greentree School September 1998 - June 2002
Roderick J. Bergin & Associates June 1996 - September 1998
Education
DePaul University 1998 — 2000
MA, Elementary Education
DePaul University 1986 — 1990
BA, Communications
Bank of America/Merrill Lynch Wealth Management January 1994 - Present
Bank of America/Merrill Lynch Wealth Management January 1994 - Present
Bank of America June 1990 - January 1994
MATEJ BEL UNIVERSITY October 1992 - December 1993
Bank of America January 1988 - June 1990
OFFICE OF THE SOCIAL APOSTOLATE August 1984 - December 1987
Education
Post GraduateMONMOUTH COLLEGE
MBA, Finance
Rutgers University-New Brunswick 1980 — 1984
BA, Philosophy
Visa April 2014 - Present
Bank of Hawaii February 2013 - March 2014
Bank of Hawaii June 2011 - February 2013
New England Financial May 2010 - June 2011
Mills College Office of Undergraduate Admission January 2011 - May 2011
Mills College September 2010 - March 2011
Bank of America/Merrill Lynch Wealth Management May 2010 - August 2010
MetLife/New England Financial January 2010 - May 2010
First Insurance Company of Hawaii June 2009 - September 2009
Mills College Center January 2009 - May 2009
Skills
Access, Excel, Photoshop, VBA, 10 Key, Mutual Funds, Reconciliation, Accounting, Bloomberg, Trust Services, Microsoft Office, Economics, Eviews, Process Improvement, Databases, Project Management, Visio, MS Project, Microsoft Excel, Financial Analysis, Leadership, Public Speaking
Education
Mills College 2007 — 2011
BA
University of Hawaii at Manoa 2010 — 2010
Queen Mary, U. of London 2009 — 2009
BV Resource Advisors LLC February 2015 - Present
Next Step Living October 2014 - March 2015
Zacks Investment Management November 2013 - October 2014
Metlife Resources November 2009 - November 2013
Bank of America/Merrill Lynch Wealth Management September 2006 - December 2009
Wachovia Bank November 2000 - August 2004
Mellon Bank 1997 - 2000
Skills
Retirement Planning, Mutual Funds, Asset Allocation, Financial Advisory, Investment Advisory, Investments, Insurance, Investment Strategies, Wealth, Portfolio Management, Wealth Management, Retirement, Financial Services, Series 6, Series 7, Alternative Investments, Equities, Investment Management, Health Insurance, Finance, Wealth Management..., Capital Markets, Defined Benefit, Financial Markets, Investment Advisory..., Separately Managed..., Employee Benefits, Defined Contribution, Securities, Hedge Funds, Asset Management, IRAs, Relationship Management, Fixed Income, Loans, Financial Modeling, Life & Health Insurance..., Credit, 401k, Financial Analysis, Risk Management, Life Insurance, Financial Planners, Fixed Annuities, Pensions, Strategic Financial..., Bonds
Education
University of Rhode Island 1980 — 1982
BS/BA, Business - Marketing
Bank of America/Merrill Lynch Wealth Management February 2010 - Present
Merrill Lynch June 2000 - January 2010
Merrill Lynch April 1996 - May 2000
Skills
Series 24, Series 7, FINRA, Securities, AML, Securities Regulation, Series 63, KYC, Hedge Funds, Mutual Funds, Alternative Investments, Equities, Investment Advisory, Capital Markets, Fixed Income, Financial Services, Financial Regulation, Wealth Management, OFAC, Asset Management, Options, Investments
Education
Creighton University 1984 — 1989
B.A., Philosophy
Merril Lynch/Bank of America Wealth Management 2009 - Present
Bank Of America/Merrill Lynch Wealth Management February 1997 - Present
Skills
Loans, High Net Worth..., Series 7, Credit, Investment Management, Wealth, Wealth Management, Banking, Trusts, Investments, Mortgage Lending, Relationship Management, Investor Relations, Management, CRM, Strategic Financial..., Risk Management, Series 63, Financial Services, Commercial Banking, Portfolio Management, Financial Analysis, Private Banking, Cash Management, Asset Management, Fixed Income, Equities
Education
University of Maryland University College 2003 — 2007
MS, Project Management
Bangalore University 1981 — 1988
B.E, Mechanical Engineering
Merrill Edge July 2012 - Present
E*TRADE Financial June 2010 - June 2012
Bank of America/Merrill Lynch Wealth Management November 2006 - May 2009
Education
Florida Atlantic University 1998 — 2000
Citi Private Bank June 2014 - Present
Bank of America Merrill Lynch October 2013 - June 2014
GE Capital May 2012 - October 2013
Bank of America/Merrill Lynch Wealth Management January 2008 - May 2012
Wexford Capital January 2007 - January 2008
Skills
Hedge Funds, Alternative Investments, Investments, Asset Management, Portfolio Management, Fund Of Funds, Equities, Finance, Due Diligence, Financial Services
Education
State University of New York College at Oneonta 2003 — 2006
BS, Accounting & Economics
Saint John's University 2002 — 2003
Floral Park Memorial 1999 — 2002